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Allworth Financial’s Dimensional Global Credit ETF DGCB Stock Holding History

Allworth Financial’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Buy
275,423
+150,457
+120% +$8.21M 0.06% 191
2025
Q4 		$6.78M Buy
124,966
+65,936
+112% +$3.63M 0.03% 297
2025
Q3 		$3.27M Buy
+59,030
New +$3.23M 0.01% 402

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Allworth Financial's DGCB Position: Q1 2026 in Review

Allworth Financial increased its Dimensional Global Credit ETF (DGCB) stake by 120% in Q1 2026, buying an estimated $8.21M and bringing the position to 275,423 shares worth $14.9M. The position accounts for 0.06% of the portfolio, ranked #191.

Allworth Financial first reported a position in DGCB in Q3 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold DGCB as of Q1 2026.

  • Allworth Financial held 275,423 shares of Dimensional Global Credit ETF worth $14.9M as of Q1 2026.
  • Allworth Financial bought 150,457 Dimensional Global Credit ETF shares in Q1 2026, an estimated $8.21M.
  • Dimensional Global Credit ETF made up 0.06% of Allworth Financial's portfolio in Q1 2026, its #191 holding.
  • Allworth Financial first reported a position in Dimensional Global Credit ETF in Q3 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.